Pete LAMB signed Next Fifteen Communications Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Next Fifteen Communications Corporation's EIN is 20-3013332.
Download the official 2024 Form 5500 (PDF) for Next Fifteen Communications Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Next Fifteen Communications Corporation's plan includes a self-directed brokerage window, profit-sharing, a default investment (QDIA), a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $119K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $93K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $37K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | ACCOUNTANT/AUDITOR | $150K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2050 IPR Registered Investment Company | Common Collective Trusts | — | — | $16.7M | 12.6% | |
| FID 500 INDEX Registered Investment Company | Common Collective Trusts | — | — | $16.5M | 12.4% | |
| FID FDM IDX 2055 IPR Registered Investment Company | Common Collective Trusts | — | — | $14.5M | 10.9% | |
| FID FDM IDX 2040 IPR Registered Investment Company | Common Collective Trusts | — | — | $14.4M | 10.9% | |
| FID FDM IDX 2045 IPR Registered Investment Company | Common Collective Trusts | — | — | $10.4M | 7.9% | |
| FID FDM IDX 2030 IPR Registered Investment Company | Common Collective Trusts | — | — | $7.4M | 5.6% | |
| MFS GROWTH R6 Registered Investment Company | Mutual Funds | — | — | $7.2M | 5.4% | |
| FID FDM IDX 2035 IPR Registered Investment Company | Common Collective Trusts | — | — | $6.9M | 5.2% | |
| FID FDM IDX 2060 IPR Registered Investment Company | Common Collective Trusts | — | — | $6.9M | 5.2% | |
| VANG EQUITY INC ADM Registered Investment Company | Common Stocks | — | — | $3.1M | 2.4% | |
| FID FDM IDX 2025 IPR Registered Investment Company | Common Collective Trusts | — | — | $3.1M | 2.3% | |
| VANG SM CAP IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $2.2M | 1.7% | |
| VANG EM STK IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $1.9M | 1.5% | |
| VAN FTSE SOC IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $1.8M | 1.4% | |
| VANG MIDCAP IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $1.8M | 1.3% | |
| IS MSCI EAFE INTL K Registered Investment Company | Common Stocks | — | — | $1.7M | 1.3% | |
| FID FDM IDX 2010 IPR Registered Investment Company | Common Collective Trusts | — | — | $1.7M | 1.3% | |
| VANG VMMR-FED MMKT Registered Investment Company | Common Stocks | — | — | $1.7M | 1.3% | |
| FID FDM IDX 2065 IPR Registered Investment Company | Common Collective Trusts | — | — | $1.3M | 1.0% | |
| IS US AGG BD IDX K Registered Investment Company | Common Collective Trusts | — | — | $1.2M | 0.9% | |
| INVS DISCOVERY Y Registered Investment Company | Common Stocks | — | — | $1.2M | 0.9% | |
| FID FDM IDX 2015 IPR Registered Investment Company ** 106 * Fidelity Brokeragelink Self-directed Brokerage Accounts | Self-Directed Brokerage | — | — | $1.2M | 0.9% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $1.1M | 0.8% | |
| TRP HEALTH SCIENCES Registered Investment Company | Common Stocks | — | — | $1.1M | 0.8% | |
| PGIM HIGH YIELD Z Registered Investment Company | Common Stocks | — | — | $720K | 0.5% | |
| FID LOW PRICED STK K Registered Investment Company | Mutual Funds | — | — | $710K | 0.5% | |
| maturing through August 2033 | Other securities | — | — | $656K | 0.5% | |
| LD ABT BOND DBNTR R5 Registered Investment Company | U.S. Treasuries | — | — | $475K | 0.4% | |
| C&S REAL ESTATE A Registered Investment Company | Common Stocks | — | — | $408K | 0.3% | |
| FID FDM IDX 2020 IPR Registered Investment Company | Common Collective Trusts | — | — | $274K | 0.2% | |
| JH DSCPL VAL MDCP I Registered Investment Company | Common Stocks | — | — | $265K | 0.2% | |
| BLKRK GLOBAL ALLOC I Registered Investment Company | Common Stocks | — | — | $217K | 0.2% | |
| FKLN SM CAP VALUE R6 Registered Investment Company | Common Stocks | — | — | $144K | 0.1% | |
| FID FDM IDX INC IPR Registered Investment Company | Common Collective Trusts | — | — | $10K | <0.1% |
